Experienced Tax Consultant

2 weeks ago


Montville, United States Jobot Full time
HYBRID Senior Tax Specialist / Competitive Salary / Excellent Benefits, 401K

This opportunity is hosted by Jobot.

About the Role:

We are seeking candidates with a background in public accounting who possess the skills to collaborate with clients on their financial and tax requirements. Our firm emphasizes a holistic approach, allowing team members to engage in both financial accounting and tax-related tasks, ensuring a comprehensive experience that is rare in the industry.

Our focus lies in financial services, particularly in the mortgage and banking sectors, catering to clients with revenues ranging from $0 to over $1 billion. We conduct audits, reviews, and compilations, alongside tax responsibilities primarily centered on corporate clients, while also preparing individual returns for employees of large mortgage banks.

In addition to traditional accounting services, we maintain a robust business consulting division that specializes in mergers and acquisitions, valuations, financing arrangements, and succession planning. Our accountants have the unique opportunity to participate in these significant transactions as part of the client engagement team.

Experience with CCH Axcess and CCH Engagement is preferred, though not mandatory. Candidates should hold a Bachelor's Degree and possess at least one year of accounting experience. The ideal candidate will also have experience in preparing returns for high-net-worth individuals, as well as corporate and partnership returns. Our firm is committed to professional development and offers a structured training program for those looking to advance their careers.

Why Consider This Opportunity?

Comprehensive benefits package: Medical, Dental, Vision
401K with matching contributions
Flexible work schedule
HYBRID work environment
Opportunities for growth and advancement

Key Responsibilities:
  • Oversee and coordinate tax return preparation, compliance, and advisory services for a diverse client portfolio, including S-Corporations, C-Corporations, and Partnerships.
  • Deliver personalized estate, trust, gift, and income tax planning and preparation services to high-net-worth individuals and families.
  • Review complex Federal, multi-state, and local tax returns.
  • Develop and implement tax planning strategies for individuals and entities to achieve optimal tax outcomes.
  • Conduct research and provide consultation on tax issues, technical matters, and special projects.
  • Manage and resolve Internal Revenue Service audits, assisting clients with IRS, State, and local correspondence.
  • Build and maintain relationships with clients and their other professionals to foster a collaborative environment and deliver exceptional service.
  • Mentor and develop junior staff members; participate in performance evaluations.

Qualifications:
  • Bachelor's Degree in Accounting, Finance, or Business.
  • Proficient in MS Office/Outlook; experience with CCH is a plus.
  • Strong organizational skills and the ability to manage workload effectively under pressure.
  • Excellent written and verbal communication abilities.
  • Project management capabilities.
  • Aptitude for applying financial data and verbal information to unique situations to resolve issues.



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